+17.3%
MUB vs SPXU
-99.6%
+116.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.4% |
| 7D | -0.8% | +2.5% | -3.3% | -0.8% |
| 30D | -2.4% | +4.2% | -6.6% | -2.3% |
| 3M | -2.8% | -9.3% | +6.4% | -3.0% |
| 6M | -2.2% | -30.7% | +28.5% | -3.0% |
| YTD | -1.6% | -28.1% | +26.5% | -2.2% |
| 1Y | 0.0% | -35.2% | +35.3% | -0.8% |
| 3Y | +7.9% | -79.9% | +87.8% | +4.5% |
| 5Y | +1.2% | -86.4% | +87.6% | -2.1% |
| All | +17.3% | -99.6% | +116.9% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling